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CVR Partners

51 hedge funds and large institutions have $298M invested in CVR Partners in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $11.9M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.42% less ownership

Funds ownership: 42.46%42.05% (-0.42%)

2% less funds holding

Funds holding: 5251 (-1)

12% less capital invested

Capital invested by funds: $340M → $298M (-$41.2M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
12
Reduced
14
Closed
7
Calls
$23.9M
Puts
$11.9M
Net Calls
+$12M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
26
Cypress Financial Planning
New Jersey
$235K
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$216K
OA
28
Oxbow Advisors
Texas
$208K +$21.4K +295 +11%
PFBT
29
Parkside Financial Bank & Trust
Missouri
$201K
SOW
30
State of Wyoming
Wyoming
$193K +$209K +2,872 New
FFA
31
Farther Finance Advisors
California
$90.6K -$727 -10 -0.7%
SSG
32
Summit Securities Group
New York
$87K +$72.7K +1,000 +333%
TAM
33
Tucker Asset Management
Colorado
$86.3K -$654 -9 -0.7%
HGERS
34
Householder Group Estate & Retirement Specialist
Arizona
$74K -$13.9K -191 -15%
Osaic Holdings
35
Osaic Holdings
Arizona
$60.9K -$80K -1,101 -55%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$60.1K
ME
37
McIlrath & Eck
Washington
$51K +$55.2K +760 New
GCM
38
Gables Capital Management
Florida
$42.6K
SPIA
39
Steward Partners Investment Advisory
New York
$27.5K
CAS
40
Coppell Advisory Solutions
Texas
$23.6K
NA
41
NewEdge Advisors
Louisiana
$19.9K +$8.21K +113 +61%
TRCT
42
Tower Research Capital (TRC)
New York
$19.1K +$18K +248 +670%
HI
43
Harbour Investments
Wisconsin
$16K +$436 +6 +3%
AEPWM
44
Atlantic Edge Private Wealth Management
Florida
$9.06K
PGAM
45
Princeton Global Asset Management
New Jersey
$6.98K
IA
46
IFP Advisors
Florida
$6.71K
CNBT
47
Cornerstone National Bank & Trust
Illinois
$6.71K +$7.27K +100 New
VWM
48
Venturi Wealth Management
Texas
$2.35K
NS
49
NBC Securities
Alabama
$2K
GWM
50
Geneos Wealth Management
Colorado
$1.81K

UAN Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CVR Partners (UAN) for Q3 2024, worth a combined $298M — down 12% from $340M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UAN and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was De Lisle Partners, adding an estimated $509K. The largest seller was Invesco, exiting entirely with an estimated $976K sold.

  • 51 institutional investors held CVR Partners (UAN) as of Q3 2024, down from 52 in Q2 2024.
  • Funds reported $298M of CVR Partners stock for Q3 2024, down 12% quarter-over-quarter.
  • 6 funds opened new CVR Partners positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest CVR Partners buyer in Q3 2024 was De Lisle Partners, an estimated $509K added.
  • The largest CVR Partners seller in Q3 2024 was Invesco, an estimated $976K sold.

Based on aggregated 13F filings for Q3 2024.